Unisphere Establishment’s Arthur J. Gallagher & Co AJG Stock Holding History

Unisphere Establishment’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$138M	Sell	635,700 -8,800	-1%	-$2.03M	1.16%	21
2025 Q4	$167M	Buy	644,500 +107,000	+20%	+$28.3M	1.25%	22
2025 Q3	$166M	Buy	537,500 +7,200	+1%	+$2.17M	1.31%	21
2025 Q2	$170M	Hold	530,300	–	–	1.37%	20
2025 Q1	$183M	Hold	530,300	–	–	1.6%	18
2024 Q4	$151M	Buy	530,300 +509,800	+2,487%	+$148M	1.31%	22
2024 Q3	$5.77M	Sell	20,500 -14,500	-41%	-$4.09M	0.05%	53
2024 Q2	$9.08M	Buy	35,000 +300	+0.9%	+$74.4K	0.09%	46
2024 Q1	$8.68M	Sell	34,700 -632,000	-95%	-$152M	0.09%	46
2023 Q4	$150M	Buy	+666,700	New	+$158M	1.55%	22

Other funds holding AJG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Unisphere Establishment's AJG Position: Q1 2026 in Review

Unisphere Establishment reduced its Arthur J. Gallagher & Co (AJG) stake by 1.4% in Q1 2026, selling an estimated $2.03M and leaving 635,700 shares worth $138M. The position accounts for 1.16% of the portfolio, ranked #21.

Unisphere Establishment first reported a position in AJG in Q4 2023 and has held it in 10 quarters since. The position peaked at $183M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Unisphere Establishment held 635,700 shares of Arthur J. Gallagher & Co worth $138M as of Q1 2026.
Unisphere Establishment sold 8,800 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $2.03M.
Arthur J. Gallagher & Co made up 1.16% of Unisphere Establishment's portfolio in Q1 2026, its #21 holding.
Unisphere Establishment first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 10 quarters since.
Unisphere Establishment's Arthur J. Gallagher & Co position peaked at $183M in Q1 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Unisphere Establishment's 13F filing for Q1 2026, filed 14 May 2026.